Blog

Russ Cohen

Baidu vs. Alphabet: Which AI Powerhouse Stock Deserves Your Cash?

Baidu BIDU and Alphabet GOOGL share roots in Internet search and have evolved into global AI heavyweights, each riding the wave of generative AI and cloud services. Baidu, China’s dominant search engine, has leveraged its platform to develop and deploy advanced AI models—like ERNIE 4.5 and ERNIE X1—as well as autonomous driving technology through its ...

Russ Cohen

Will NIO's Q2 Sales Volume Rebound Stabilize Its Cash Flow?

NIO Inc.’s NIO cash outflow from operating activities rose to RMB 7.8 billion in 2024, up from RMB 1.38 billion reported in 2023. It experienced a further decline in its cash position in the first quarter of 2025, partly due to seasonal fluctuations in vehicle sales. Sales dropped to 42,000 units in the first quarter ...

Russ Cohen

SoundHound AI vs. Cerence: Which Voice AI Stock Holds More Promise?

Voice-driven artificial intelligence is emerging as a key battleground in tech, and SoundHound AI, Inc. SOUN and Cerence Inc. CRNC have positioned themselves at the forefront of this niche. SoundHound is a newer entrant leveraging its conversational voice platform across industries from automotive to restaurants, while Cerence is an established leader in in-car voice assistants ...

Russ Cohen

Q&A with QCP’s CEO: Unlocking Capital Efficiency in Crypto Derivatives with Nasdaq’s Blockchain Breakthrough

Nasdaq’s recent announcement of a blockchain-integrated margin and collateral management solution—developed in collaboration with QCP, Primrose Capital Management, and Digital Asset Holdings—marks a pivotal moment in the institutionalization of the OTC crypto market. We sat down with Melvin Deng, CEO of QCP to explore what this means for the broader digital asset ecosystem, and how ...

Russ Cohen

Invesco MSCI USA ETF Experiences Big Inflow

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Invesco MSCI USA ETF (Symbol: PBUS) where we have detected an approximate $196.5 million dollar inflow — that’s a 2.7% increase week over week in outstanding units (from 118,880,000 to 122,100,000). Among the largest underlying ...

Russ Cohen

NVIDIA's AI Factory Buildouts Double: Can Rivals Still Compete Now?

NVIDIA Corporation’s NVDA AI factory business is expanding rapidly and could help the company stay ahead of its rivals. In the first quarter of fiscal 2026, NVDA reported that nearly 100 NVIDIA-powered AI factories are currently in progress, twice the number from a year ago. Each factory is also using more graphics processing units (GPUs) ...

Russ Cohen

Adobe Deepens AI in Creative Workflows: Is ARR Growth Set to Scale?

Adobe ADBE is expanding generative AI across its Digital Media offerings to improve productivity and support recurring revenue growth. Firefly, Acrobat AI Assistant and Express are being embedded into creative workflows, helping enterprises, individuals, and small teams generate content more efficiently. Ongoing innovation and deeper AI integration are emerging as key growth drivers. The new ...